Doosan Enerbility (034020) closed weaker in the regular session on the 23rd, drawing market attention to the stock's movement on the 28th, the first trading day after the Chuseok holiday.

■ 5.55% Decline Despite KOSPI Strength

In the regular session, Doosan Enerbility finished at 81,700 won, down 4,800 won from the previous trading day, a 5.55% drop. This contrasted with the KOSPI, which closed up 63.01 points (0.90%) at 7,080.92 the same day.

In post-holiday trading, global market movements around the market closure and the weekend are expected to be key variables. Watchpoints include how overseas market fluctuations and shifts in investor sentiment will be reflected when the domestic market reopens, and whether Doosan Enerbility can recover part of the day's losses.

■ Korea-U.S. Nuclear Talks... Westinghouse Stake and Reactor Model Are Key Issues

In the nuclear sector, the progress of Korea-U.S. investment negotiation talks also draws attention. Industry Minister Kim Jung-kwan reportedly presented the direction of U.S. investment projects at a plenary meeting of the National Assembly's Industry, Trade, Resources, Small and Medium Enterprises, and Startups Committee on the 22nd.

The construction of eight large nuclear reactors in the United States was included among tasks requiring further negotiation, separate from the Texas gas combined-cycle power plant that the government decided to pursue as its first project.

One of the negotiation sticking points is the scale of the Westinghouse stake to be acquired. The government initially sought a stake of around 20%, but differences emerged with the U.S. side, and it is currently negotiating with a target of securing 5-10%. Minister Kim reportedly explained that even a stake of this size would allow the securing of voting rights.

The reactor model to be applied to the new nuclear plants is also subject to negotiation. The government is pursuing a plan to apply Westinghouse's AP1000 to six of the eight reactors and Korea's APR1400 to the remaining two, but no final agreement has reportedly been reached.

■ Direct Link to Order Confirmation and Earnings Reflection Remains Difficult

Therefore, it is difficult to directly connect these discussions to confirmed orders or reflected earnings for Doosan Enerbility. It will be necessary to watch how concretely the project structure and the scope of Korean companies' participation are defined in future negotiations.

Attention is focused on whether Doosan Enerbility, which closed lower on the 23rd, can turn the tide in trading on the 28th. The direction of global markets during the holiday, further news on nuclear negotiations, and foreign and institutional trading flows after the market opens are expected to draw interest.

[This article is intended only as reference material for investment decisions and is not intended to solicit investment. Responsibility for investment decisions lies with the investor.]